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Portfolio (Quarterly) Guide ↗

Fortitude Family Office, LLC

· CIK 0001950506
13F Portfolio $430M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1919 New
Page 72 of 96  ·  1,919 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 NPO ENPRO INC COM Industrials 5.0 $1K NEW $214.20 +41.4%
1422 AAON AAON INC COM PAR $0.004 Industrials 14.0 $1K NEW $76.29 +73.5%
1423 TOST TOAST INC CL A Technology 30.0 $1K NEW $35.50 -34.3%
1424 BOOT BOOT BARN HLDGS INC COM Consumer Cyclical 6.0 $1K NEW $176.50 -12.5%
1425 DENNYS CORP COM 170.0 $1K NEW $6.22
1426 UUUU ENERGY FUELS INC COM NEW Energy 72.0 $1K NEW $14.54 +15.4%
1427 ACH ACCENDRA HEALTH INC COM Healthcare 373.0 $1K NEW $2.80 -3.2%
1428 VNT VONTIER CORPORATION COM Technology 28.0 $1K NEW $37.18 -23.6%
1429 BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Utilities 27.0 $1K NEW $38.33 -1.9%
1430 MSGS MADISON SQUARE GRDN SPRT CORP CL A Communication Services 4.0 $1K NEW $258.75 +36.2%
1431 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 11.0 $1K NEW $93.91 +21.5%
1432 VRA VERA BRADLEY INC COM Consumer Cyclical 426.0 $1K NEW $2.42 +36.4%
1433 U HAUL HOLDING COMPANY COM SER N 22.0 $1K NEW $46.73
1434 INVH INVITATION HOMES INC COM Real Estate 37.0 $1K NEW $27.78 +4.5%
1435 CRBU CARIBOU BIOSCIENCES INC COM Healthcare 646.0 $1K NEW $1.59 +25.2%
1436 PRME PRIME MEDICINE INC COM Healthcare 296.0 $1K NEW $3.47 -18.4%
1437 BOH BANK HAWAII CORP COM Financial Services 15.0 $1K NEW $68.40 +14.2%
1438 TLS TELOS CORP MD COM Technology 201.0 $1K NEW $5.10 -8.2%
1439 ASLE AERSALE CORPORATION COM Industrials 144.0 $1K NEW $7.11 -13.5%
1440 ZG ZILLOW GROUP INC CL A Communication Services 15.0 $1K NEW $68.20 -45.9%
Page 72 of 96  ·  1,919 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.7%
Financial Services 19.9%
Industrials 14.7%
Healthcare 8.0%
Consumer Cyclical 7.2%
Communication Services 7.2%
Energy 7.0%
Consumer Defensive 5.7%
Utilities 1.2%
Real Estate 1.0%